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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,028 | $65,034-10.8% | $90,970-36.2% | $79,856-27.3% |
| Participation rate | 37.8% | 61.6%-23.8pp | 69.0%-31.2pp | 69.6%-31.8pp |
| Annual return | 13.79% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $675 | $1,247-45.9% | $2,122-68.2% | $2,471-72.7% |
| Participant deferral / active EE | $1,719 | $2,512-31.6% | $3,373-49.0% | $3,741-54.0% |
| Admin fee / account holder | $2,485 | $4,536-45.2% | $5,961-58.3% | $5,306-53.2% |